Case Study: Longmont Dairy Farm achieves 50% more rep efficiency and 20% sales growth with Spotio

Longmont Dairy Farm - Customer Case Study

Longmont Dairy Farm, a Colorado milk delivery business with nearly twenty direct sales agents, struggled with an entirely manual door-to-door sales process—paper maps, Excel spreadsheets and index cards—that made tracking visits, performance and revisits nearly impossible. In January 2016 the team adopted the Spotio field-prospecting platform (deployed on iPads) to create a digital workflow and later extended it with the Spotio API and HubSpot CRM integration to replace manual routing and tracking.

Spotio’s territory management, activity tracking and reporting gave Longmont Dairy clear visibility into each rep’s process and allowed targeted coaching; using the Spotio API to auto-route incoming sample leads by zip code reduced “speed to lead” from days or weeks to minutes. The changes eliminated many manual tasks, made reps roughly 50% more efficient and drove a 20% increase in overall sales for the same-sized field force.

Longmont Dairy Farm

Cody Lammers

Director of Sales